EPISODE · Jun 12, 2026 · 1H 30M
Ep 09: Leadership, Coaching, and Client Engagement with David Gaynes
from What Works - 2,500+ Years of Experience in Financial Planning · host Don Patrick
In this episode, we sit down with David Gaynes, founder of Gaynes Financial in Atlanta, Georgia, to explore the strategies that have fueled his business success. You'll learn about the key benefits of engaging with a business coach early on, why David prioritizes hiring ahead of anticipated growth, and how his team structures compensation to drive performance.We'll also cover practical tips on simplifying appointment scheduling, automating client processes, and maintaining ongoing client engagement. Plus, David shares the importance of gratitude in leadership and the strengths that have contributed to his success.
What this episode covers
In this episode, we sit down with David Gaynes, founder of Gaynes Financial in Atlanta, Georgia, to explore the strategies that have fueled his business success. You'll learn about the key benefits of engaging with a business coach early on, why David prioritizes hiring ahead of anticipated growth, and how his team structures compensation to drive performance.We'll also cover practical tips on simplifying appointment scheduling, automating client processes, and maintaining ongoing client engagement. Plus, David shares the importance of gratitude in leadership and the strengths that have contributed to his success.
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Ep 09: Leadership, Coaching, and Client Engagement with David Gaynes
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